ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 619 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,356,344 | -4.2% | 177,823 | +0.3% | 11.77% | -1.3% |
| Q2 2023 | $28,569,211 | +7.6% | 177,239 | +1.3% | 11.92% | +4.4% |
| Q1 2023 | $26,559,189 | +10.4% | 175,008 | +5.6% | 11.42% | +2.9% |
| Q4 2022 | $24,049,095 | +24.3% | 165,776 | +10.2% | 11.10% | +14.5% |
| Q3 2022 | $19,341,000 | -10.6% | 150,494 | -4.4% | 9.69% | -4.4% |
| Q2 2022 | $21,642,000 | -17.1% | 157,443 | -6.1% | 10.14% | -6.3% |
| Q1 2022 | $26,107,000 | +0.4% | 167,655 | +1.0% | 10.82% | +5.7% |
| Q4 2021 | $26,001,000 | +11.4% | 166,005 | +3.4% | 10.24% | +4.8% |
| Q3 2021 | $23,347,000 | +3.3% | 160,547 | +4.9% | 9.77% | +0.3% |
| Q2 2021 | $22,600,000 | +6.2% | 153,072 | +1.6% | 9.73% | -1.7% |
| Q1 2021 | $21,271,000 | +14.0% | 150,605 | +3.3% | 9.90% | +2.5% |
| Q4 2020 | $18,666,000 | +16.2% | 145,813 | +2.0% | 9.66% | +14.8% |
| Q3 2020 | $16,070,000 | +10.9% | 142,915 | +6.7% | 8.42% | -1.8% |
| Q2 2020 | $14,492,000 | +14.5% | 133,925 | +1.9% | 8.57% | -1.2% |
| Q1 2020 | $12,652,000 | -17.4% | 131,454 | +11.7% | 8.67% | -6.7% |
| Q4 2019 | $15,310,000 | +8.6% | 117,691 | -0.6% | 9.29% | +4.0% |
| Q3 2019 | $14,100,000 | +8.3% | 118,346 | +5.9% | 8.93% | +3.4% |
| Q2 2019 | $13,025,000 | +10.0% | 111,734 | +6.4% | 8.63% | +5.9% |
| Q1 2019 | $11,844,000 | +21.9% | 105,053 | +9.3% | 8.15% | +8.4% |
| Q4 2018 | $9,720,000 | -14.2% | 96,106 | -1.8% | 7.52% | -9.5% |
| Q3 2018 | $11,334,000 | +24.1% | 97,841 | +18.0% | 8.31% | +10.8% |
| Q2 2018 | $9,132,000 | +40.8% | 82,922 | +36.8% | 7.50% | +26.2% |
| Q1 2018 | $6,485,000 | -30.9% | 60,594 | -26.2% | 5.94% | -21.7% |
| Q4 2017 | $9,384,000 | – | 82,145 | – | 7.58% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 416,733 | $63,243,401 | 23.53% |
| LPWM LLC | 249,212 | $37,820,405 | 18.18% |
| Foundation Wealth Management, LLC | 106,963 | $16,232,678 | 16.71% |
| Halpern Financial, Inc. | 272,735 | $41,390,269 | 14.88% |
| MMA ASSET MANAGEMENT LLC | 124,393 | $18,877,872 | 13.50% |
| Praetorian Wealth Management, Inc. | 253,861 | $38,525,945 | 12.52% |
| Powell Investment Advisors, LLC | 145,268 | $22,045,870 | 12.27% |
| FINANCIAL LIFE ADVISORS | 175,008 | $26,559,189 | 11.42% |
| Frank, Rimerman Advisors LLC | 269,955 | $40,968,371 | 11.32% |
| INSTRUMENTAL WEALTH, LLC | 54,666 | $8,253,518 | 10.90% |